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Best Practices in Testing Force.com Applications October 3, 2013

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Page 1: Best Practices in Testing Force.com Applications · PDF fileBest Practices in Testing Force.com Applications October 3, 2013. ... by Salesforce.com. Dan is an expert with the Force.com

Best Practices in Testing Force.com Applications

October 3, 2013

Page 2: Best Practices in Testing Force.com Applications · PDF fileBest Practices in Testing Force.com Applications October 3, 2013. ... by Salesforce.com. Dan is an expert with the Force.com

Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.

Emtec Team Introductions

Mike Carter, Salesforce.com Practice LeadMike has over 15 years of experience in IT strategy, consulting, and technology-

enabled business improvement across multiple industries, geographies, and

organizations. Responsible for leading and developing Emtec’s Salesforce.com team.

Mike’s expertise spans IT strategy, technology implementations, program and project

management, business process improvement, and organizational design. Prior to

joining Emtec, Mike was responsible for delivery and sales of professional services

engagements in the East and Central regions for Salesforce.com. Having worked in

the CRM space for 12 years, Mike has implemented SFDC for over 40 clients.

Dan Olsen, Salesforce.com Practice LeadExcellence in delivery is Dan Olsen's singular focus and his responsibilities include

managing the delivery of Salesforce.com projects for our clients in the Michigan

region. In addition to his 15 year history developing and managing technology in the

automotive sector, Dan has spent the last 9years working specifically in the field of

Customer Relationship Management - including time with Model Metrics, now owned

by Salesforce.com. Dan is an expert with the Force.com platform, including Sales

Cloud, Service Cloud, Chatter and system integrations. He has a strong record of

translating complex business processes and requirements into CRM solutions that

solve problems and delight clients.

2

Page 3: Best Practices in Testing Force.com Applications · PDF fileBest Practices in Testing Force.com Applications October 3, 2013. ... by Salesforce.com. Dan is an expert with the Force.com

Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.

Emtec… ‘Big enough to do the work, small enough to care’

EMTEC THE COMPANY

• Serving clients for over 46 years

• 14 locations, including 8 development centers

• Over 1,000 full-time professionals

• Voted One of the Top 100 Places to Work by Crain’s

Chicago in 2012

• Our consultants have an average of 14 years of

experience. Nearly 45% have advanced certifications

• 73% of our PMs, Architects & Consultants worked at Tier

1 consultancies in a previous life

• $255M IT Services Provider

• Regularly compete & win against larger IT service

providers

EMTEC AROUND THE WORLD

US Locations

• Springfield, NJ (HQ)

• Atlanta, GA

• Chicago, IL

• Dayton, OH

• Fremont, CA

• Jacksonville, FL

• Herndon, VA

• Minneapolis, MN

• Oakbrook, IL

• St. Louis, MO

Global Offices

• Toronto, Canada

• Ottawa, Canada

• Pune, India

• Bangalore, India

EMTEC SERVICES AT A GLANCE

• Emtec has completed more than 1,100 Package Application

engagements, including:

- 200+ Oracle clients with more than 415 engagements

- 206 EPM / Hyperion & OBIEE clients and 323 engagements

- 186 Microsoft Dynamics and more than 255 projects

• Emtec is a premier provider of SaaS and Emerging

technologies market, including 51 Salesforce Clients with

more than 75 engagements, Including Sales Cloud, Service

Cloud and Custom Cloud

• Emtec has performed more than 6.3M hours of application

development and maintenance work ranging from Business

Analysis to Product Development

• Emtec has served more than 565 Infrastructure services

clients where we have:

- Deployed more than 1.85M servers, personal computers, tablets

and mobile devices

- Installed or provided more than 925 exabytes of storage

(That’s a whole lot…)

- Triaged more than 30,000 L1 support incidents

- Implemented service management solutions for more than 125

clients

3

Page 4: Best Practices in Testing Force.com Applications · PDF fileBest Practices in Testing Force.com Applications October 3, 2013. ... by Salesforce.com. Dan is an expert with the Force.com

Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.

Agenda

Need for Test Automation

Test Automation Best Practices for Force.com

Demo: So How Does it Look?

Next Steps

Q & A

4

Page 5: Best Practices in Testing Force.com Applications · PDF fileBest Practices in Testing Force.com Applications October 3, 2013. ... by Salesforce.com. Dan is an expert with the Force.com

Emtec, Inc. Proprietary & Confidential. All rights reserved 2012.

Quality Assurance and Testing: Demands and Challenges

5

• Companies spend over $50B on QA and the demand is growing

• QA organizations are constantly under pressure to test more within shorter

timeframes and a reduced budget.

QA Organization Demands

• Scope Increasing

− Cross-browser compatibility – web, mobile-web

− Regulatory compliance

− Threat Vulnerability

• Less Time to Test

– Rapid application development

– Shorter product release cycles

– Distributed development

• Increased Consequence of Defects

QA Organization Challenges

• Typical QA Effort Planned – 25%-35%

• Whereas QA Effort Expended – 15%-20%

• Typical Automation Coverage – 55%

• Typical Automation Effectiveness – 65%

• 45% of Automation projects stalled

• 55% of Automation projects don’t achieve ROI

• Effective utilization of QA resources – 70%

Emtec’s QA Practice offerings are designed to help our clients address

these challenges more effectively.

Page 6: Best Practices in Testing Force.com Applications · PDF fileBest Practices in Testing Force.com Applications October 3, 2013. ... by Salesforce.com. Dan is an expert with the Force.com

Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.

Force.com Application Development and Testing Landscape

• Force.com applications are getting larger and more complex, with shorter

development cycles

– Drives need for a comprehensive test plan

– As features are added, regression testing becomes key

– Code coverage must be significant, not just meet the minimum code

coverage requirement of 75%

• Agile development methods are driving the need for rigorous testing

–An ongoing regression test framework is essential to ensure that working

functions are not inadvertently impaired during subsequent sprints

–Building and executing an automated suite of regression tests enhances the

ability to develop these applications rapidly and with high quality

Today, we will share with you a way to test Force.com

applications effectively and efficiently.

6

Page 7: Best Practices in Testing Force.com Applications · PDF fileBest Practices in Testing Force.com Applications October 3, 2013. ... by Salesforce.com. Dan is an expert with the Force.com

7

WHAT DOES IT ALL MEAN?

• The trend in software Quality Assurance is to do more with

less, with higher stakes

• Force.com applications are becoming more complex

• Agile development methodologies are driving shorter

development cycles, with an emphasis on testing.

• Automated testing is the logical solution to meet the

challenge.

Page 8: Best Practices in Testing Force.com Applications · PDF fileBest Practices in Testing Force.com Applications October 3, 2013. ... by Salesforce.com. Dan is an expert with the Force.com

Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.

Best Practices in Building a Test Automation Suite

• Tool Agnostic

– Plug and Play

– Ability to work with different tools with minimal impact on test coverage

• Business Aligned Automation

– Use case based testing

– Support reusability of scripts – assemble scenarios using atomic scripts

– Provide Object-based automation (minimize impact of UI layout changes)

• Create test scenarios on the fly

– Ability to use English statements (leveraging Behaviour Driven Design) to create test scenarios, empowering your business users to create dynamic scenarios

• Keep configuration effort low

– Browsers to be launched for execution

– Data driven and parameterized (same script can run for multiple data conditions without need to modify scripts)

– across diverse data sources

– Should be able to configure multiple environments ( dev, test, stage) for same test case execution

• Analytics

– Incorporate automated verification of results

– Ability to reflect product status in

– Provide trend analysis for individual features

– Compare execution results across multiple runs

• API testing

– Somewhat neglected area in test automation

– Key element in web development where support needs to be provided on various platforms.

– APIs are mainly used for data transfer and various key operations

– Ability to verify each parameters and its variation in standalone manner

• Distributed

– Enable Configurable execution for unattended operation

8

Page 9: Best Practices in Testing Force.com Applications · PDF fileBest Practices in Testing Force.com Applications October 3, 2013. ... by Salesforce.com. Dan is an expert with the Force.com

Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.

Best Practices for Building Automated Regression Tests

9

• Design Tests to Meet Organization Objectives:

– Assess product quality objectives

– Aligned with time-to-market product development objectives

– Balance cost against resource constraints

– Tailored to deliver realizable ROI

• Will Involve:

– Up front setup activities including: tools, standards and guidelines to drive

consistency and auditability

– Proof-of-concept / pilots, to validate alignment of direction

– ABC analysis of test cases – not all test cases are amenable for automation

– Leverage automation best practices, frameworks and assets (such as eSTAF)

Page 10: Best Practices in Testing Force.com Applications · PDF fileBest Practices in Testing Force.com Applications October 3, 2013. ... by Salesforce.com. Dan is an expert with the Force.com

Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.

Additional Considerations for Force.com Applications

• Need to ensure and demonstrate adequate Code Coverage (75%)

– Insertion of Test Classes into custom code in sandbox environment

– Creation of mock test classes for inbound web services (integration)

– Add coverage for triggers and batch processes

• Testing against a cloud environment

– Security considerations (firewall)

• Carefully design and sequence your test to avoid exceeding limits

– Data limitations

– API call/governor limits

• Testing integrations from Force.com to external applications (cloud to cloud)

– Example: Force.com calls to USPS address validation

10

Page 11: Best Practices in Testing Force.com Applications · PDF fileBest Practices in Testing Force.com Applications October 3, 2013. ... by Salesforce.com. Dan is an expert with the Force.com

Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.

Benefits of Automated Regression Testing

Business GoalAccelerated

Automated TestingManual Testing

Greater Test Coverage where its laborous to generate test data

Frequent Test Execution

On Demand Testing as part of continuous integration

Cross Browser Functional testing

Repeatable Test execution (across customers, environments,

scenarios etc.)

API regression testing using various protocols (SOAP, REST, etc.)

Complete regression testing during specified batch window

Avoid repeating prerequisite steps for executing complex scenarios

Leverage existing automation, record & play tools

Executing test scenarios across variety of data providers

Customizable user defined integrated reporting

Trend Analysis

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Page 12: Best Practices in Testing Force.com Applications · PDF fileBest Practices in Testing Force.com Applications October 3, 2013. ... by Salesforce.com. Dan is an expert with the Force.com

Project Wave

Page 13: Best Practices in Testing Force.com Applications · PDF fileBest Practices in Testing Force.com Applications October 3, 2013. ... by Salesforce.com. Dan is an expert with the Force.com

Test Automation Demo

Page 14: Best Practices in Testing Force.com Applications · PDF fileBest Practices in Testing Force.com Applications October 3, 2013. ... by Salesforce.com. Dan is an expert with the Force.com

Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.

Emtec’s Software Test Automation Framework Architecture

Application Under Test (AUT)

eSTAF Core

WEB / WINFORMS / HEADLESS

UI Business LayerMS SQL

eS

TA

F D

as

hb

oa

rd

Execution & Reporting Engine

Reporting Framework

Utility Framework

Utility Classes

Session Manager

Application API

API Framework

Object Cache

Base classes

Application Manager SkeletonConfiguration

Framework

Result Trend Analysis

Data Driven Capabilities

Multi process Execution

Business Adaptor(SFDC Example)

OpportunityManager

AccountManager

UserManager

Test Scenarios

SOAP / REST DATASOURCES

Scenario 1

Business Process

Workflow(s)

RE

US

E

Ob

jec

t C

ac

he

Account

Opportunity

Contact

Lead

Scenario 2

Business Process

Workflow(s)

Scenario N

Business Process

Workflow(s)

eSTAF TeamUAT Automation Team

14

Page 15: Best Practices in Testing Force.com Applications · PDF fileBest Practices in Testing Force.com Applications October 3, 2013. ... by Salesforce.com. Dan is an expert with the Force.com

Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.

Deployment Diagram and User Roles Involved

Test Framework

Team

Automation team

QA team

Development

team

Connect and Execute Test cases

Connect and Execute

Test cases

Deploy latest Binaries, Provide

support to Automation team

Develop new adapters and

test cases, upload to server

Insert test code, fix defects and retest

Execute test cases, generate reports, analyze

and verify results, report issues as necessary

QA Server

Staging/UAT ServerDevelopment

Server

eSTAF Framework Binaries

Business Adapters

& Test Cases

Test

Framework Server

15

Page 16: Best Practices in Testing Force.com Applications · PDF fileBest Practices in Testing Force.com Applications October 3, 2013. ... by Salesforce.com. Dan is an expert with the Force.com

Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.

An Agile approach to test automation accelerates realization of benefits -

We can help you get started with the Inception Phase – stay tuned for the details!

Inception Design ConstructionTest Runs and

Analysis

Ongoing

Support

Project Governance

Revise Product

Backlog

considering

Enhancements /

Maintenance

Needs

Understand

Application

Landscape

Design Test

Suite

Management

Features

Evaluate Test

Requirements

Design Test

Execution

strategy

Identify

candidates

for Automation

Automation

Architecture

Design

Define Overall

Approach and

Plan

Create

Automation

Roadmap

Pilot/Proof Of

Concept

Create &

Prioritize

Automation

backlog

DeploymentSprint Planning

Business Adaptor

/ Test case

design

Groom Stories

Test Execution,

Analysis & Bug

reporting

UAT

Automation

development

Sprint 1,2,…n Sprint Closure

16

Page 17: Best Practices in Testing Force.com Applications · PDF fileBest Practices in Testing Force.com Applications October 3, 2013. ... by Salesforce.com. Dan is an expert with the Force.com

Emtec, Inc. Proprietary & Confidential. All rights reserved 2013.

Next Steps

Complimentary Automation Readiness Assessment

Let us help you get started on the Inception Phase with an automation readiness

assessment aimed at identifying ways to improve the quality of your Force.com

Applications.

Sign up for your Complimentary Assessment Today!

For more information or to sign up today, contact Erica Archer at:

[email protected] or 312-216-4911

17

Page 18: Best Practices in Testing Force.com Applications · PDF fileBest Practices in Testing Force.com Applications October 3, 2013. ... by Salesforce.com. Dan is an expert with the Force.com

Emtec, Inc. Proprietary & Confidential. All rights reserved 2012.

Join us for Happy Hour at Dreamforce ‘13

18

Join us at Dreamforce ‘13 on

November 20th at Annabelle’s Bar

& Bistro for cocktails, food and a

chance to connect with other

conference attendees at this local

favorite, conveniently located just

steps away from The Moscone

Center!

REQUEST A TICKET!

Contact Erica Archer at: [email protected] or 312-216-4911

Location: Annabelle’s Bar & Bistro

Date: Wednesday, November 20

Time: 6:00 p.m. – 9:00 p.m.

Page 19: Best Practices in Testing Force.com Applications · PDF fileBest Practices in Testing Force.com Applications October 3, 2013. ... by Salesforce.com. Dan is an expert with the Force.com

Thank you!